RIA Intelligence

TAURUM RETIREMENT PARTNERS, LLC

CRD #282017 SEC #801-130407 MESA, AZ 480-626-2501
SEC Registered
Total AUM
$142.6M
Discretionary
$140.6M
Employees
2
Clients
25
Accounts
407

AUM Over Time

DateMar 2025
Total AUM$142.6M
Discretionary$140.6M
Non-Disc.$2M
Employees2
Clients6
DateJun 2024
Total AUM$113.8M
Discretionary$112M
Non-Disc.$1.9M
Employees2
Clients6
DateMay 2024
Total AUM$113.8M
Discretionary$112M
Non-Disc.$1.9M
Employees2
Clients6